Focused on You
For more than 40 years, Abbot Downing has served the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. We partner with you and your advisors to manage the full impact of your wealth by crafting finely tuned strategies designed to deliver superior results over time.
Six pillars supported by a strong foundation
Unique wealth is far from one-dimensional. It has financial, social, and personal dimensions, and each requires a distinct level of care. We provide integrated solutions to you and can help you achieve your goals through our specialized knowledge and a comprehensive suite of services.
Highly customized, institutional-quality investment solutions across a broad spectrum of asset classes designed to reflect your unique needs and goals.
Legacy and Wealth Planning
We work exclusively with ultra-high-net-worth families to create a multigenerational wealth strategy that reflects values and priorities, and engages younger generations to carry on a successful legacy.
Institute for Family Culture
Highly experienced consultants working within four centers of excellence focus on family and business history; business transition planning; family dynamics, education, and governance; and social impact analysis to address the multidimensional needs of managing great wealth.
Trust, Fiduciary, and Administrative Services
We focus our years of experience and knowledge on helping you and your family establish an effective long-term plan.
Our Private Banking team delivers world-class banking services, one-of-a-kind lending solutions, and access to premier risk management services that work with your overall plan, augmenting your long-term growth strategy.
Foundations and Endowments
Our approach helps to free the board and staff to focus on their mission by combining an institutional investment platform with specialized services.
The Abbot Downing Difference
With Abbot Downing, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve.
We focus on the road ahead, today.
We are committed to developing a long-term relationship built on trust that delivers the level of service you deserve and expect. We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.